6452 results found
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Ability to use forms in Rooms
Ability to use forms in Rooms
2 votes -
2 votes
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Redirect recipients after document completion from form
Redirect recipients after document completion from form
2 votes -
Dropdown filled in from salesforce
Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.
2 votes -
'Send on Behalf' Auto Update Sender Email
After setting up the 'sender email' in the template level that they would like to send on behalf of (for example, marketing@pandadoc.com), when the user goes to send the document, they still have to manually change from their email (the doc creator) to the 'send on behalf' email - it does not update automatically. This is causing issues because users often may forget to manually change the email, and their recipients will not open the PandaDoc if they do not recognize the sender name.
2 votes -
sync templates and content library items
sync templates and content library items that were shared across workspaces
2 votes -
option to convert currency for the PandaDoc pricing page
option to convert currency for the PandaDoc pricing page
2 votes -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes -
Bypass recipient information input in forms
The ability to enable recipients to not have to input recipient information before singing a form
2 votes -
Metrics: user adoption: usage performance including license type, team, and workspace
Metrics: user adoption: usage performance including license type, team, and workspace
Identify behaviors by user, team, and workspace to address with team leads/managers.2 votes -
the signer can change the description in the quote builder
the signer can change the description in the quote builder
1 vote -
34 votes
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Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
21 votes -
automations - change document name after document completion
change document name after document completion
2 votes -
2 votes
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2 votes
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Multiple layers of conditional fields
We need multiple levels of conditional fields, but currently there is only one. Meaning if a set of radio buttons is required based on a selection of radio buttons, those secondary radio buttons cannot themselves require additional fields. There are many documents with this kind of layering so it's important. For example, many financial institutions have complicated forms where we have to select one option and then within that option we have to select one option and within that option we have to enter information into fields.
4 votes -
Keep/ do not delete signature certificate when completed document is edited
Keep/ do not delete the signature certificate when a completed document is edited
2 votes -
AI Supported
Customer would like to have the platform supported by https://www.spellbook.legal/
https://www.ivo.ai/2 votes -
HubSpot - tokens available on deals for linked/sub/ associated deals
HubSpot - tokens available on deals for linked/sub/ associated deals
2 votes
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